In this episode, we speak with Jeff Muhlenkamp. Jeff is the manager of the Muhlenkamp Fund, which has managed client money for over three decades. We discuss his approach to…
Tag: Excess Returns Podcast
Seven Innovative Small ETF Firms Challenging the Big Players
The ETF industry is dominated by the big players. They control most of the assets and they have some clear advantages over the smaller companies within the industry in terms…
What Investors Need to Know About Geopolitics with Marko Papic
In this episode, we talk Geopolitics with Marko Papic, Chief Strategist at the Clocktower Group. We look at his framework for analyzing the geopolitical landscape to cut through the noise…
An Evidence-Based Approach to Markets with Larry Swedroe
In this episode we speak with Buckingham Strategic Wealth’s Head of Financial and Economic Research Larry Swedroe. Larry is one of the most prolific producers of quality financial content we…
Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman
In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley’s work on convexity and how to utilize it in portfolios earned him the nickname the…
A Common Sense Approach to Markets with Ben Carlson
In this episode we talk with Ben Carlson, author of the popular A Wealth of Common Sense blog and Director of Institutional Asset Management at Ritholtz Wealth Management. We discuss…
Show Us Your Portfolio: Ben Hunt
When we started Show Us Your Portfolio, we assumed there would be one major requirement for each interview – a portfolio. But it turns out one of the most interesting…
Talking Trend Following with Original Turtle Trader Jerry Parker
In this episode, we talk Trend Following with Chesapeake Capital founder Jerry Parker. We talk about his participation in Richard Dennis’ famous turtle trading program and what he learned from…
Show Us Your Portfolio: Ryan Kirlin
In our first nine episodes of Show Us Your Portfolio, we spoke to some great investors and looked at some really interesting investment approaches. But one thing we noticed about…
Show Us Your Portfolio: Rob Arnott
In this episode we speak with Research Affiliates founder Rob Arnott about how he manages his personal portfolio. We talk about how Rob thinks about the role of both bonds…